金融界7月21日消息，上证指数高开高走，中证港美上市全球智能汽车主题指数 (港美智能汽车， 931900)报6417.32点。 数据统计显示，中证港美上市全球智能汽车主题指数近一个月上涨9.75%，近三个月上涨33.38%，年至 今上涨5.95%。 据了解，中证港美上市全球智能汽车主题指数从中国香港和美国市场上市的证券中选取50只业务涉及感 知定位、决策规划、控制执行、智能座舱以及车联网等智能汽车相关领域的上市公司证券作为指数样 本，反映中国香港和美国市场上市的智能汽车主题上市公司证券的整体表现。该指数以2016年12月30日 为基日，以1000.0点为基点。 从指数持仓来看，中证港美上市全球智能汽车主题指数十大权重分别为：NVIDIA Corp（11.08%）、 Marvell Technology Group Ltd（9.89%）、Tesla Motors Inc（9.79%）、理想汽车-W（7.9%）、小鹏汽 车-W（5.8%）、Rivian Automotive Inc.（3.66%）、Advanced Micro Devices Inc.（3.54%）、ON SEMICONDUCTOR CORP（3 ...

通过此次合作，知行科技将业务拓展至具身智能主控制器领域，快速构建起核心部件和应用端双线并进的具身智能产品战略布局。 未来，艾摩星iRC100将由知行科技全资附属公司艾摩星机器人（苏州）有限公司落地推进，专注于机器人研发与商业化。这一战略 布局将有助于知行科技在具身智能领域快速占据市场地位，提升其在智能科技领域的综合竞争力。 知行科技专注于智能汽车技术的研发与创新。公司致力于通过先进的技术解决方案，推动智能汽车及智能机器人领域的发展，为客 户提供高效、可靠的智能科技产品和服务。 此次合作意向的达成，是知行科技在智能科技领域的重要战略布局，也展现了公司在技术创新和市场拓展方面的强大实力。未来， 知行科技将继续深化与各方的合作，积极探索智能科技的更多应用场景，为推动智能科技产业的发展贡献力量。 7月21日，知行科技发布公告称，公司与地平线附属公司深圳地瓜机器人有限公司（以下简称"地瓜机器人"）达成初步合作意向，共 同打造基于地瓜机器人RDK S100P智能计算平台的机器人控制器艾摩星iRC100（以下简称"艾摩星iRC100"），标志着知行科技正式 进军具身智能领域。 此次合作是知行科技与地平线长期战略合作关系的进 ...

Core Viewpoint - The Hang Seng Index Company will announce the results of the Hang Seng series index adjustments on August 22, 2025, with implementation on September 8, 2025. Potential candidates for inclusion include Bank of Communications, Pop Mart, Yum China, Xpeng Motors, Huazhu Group, JD Logistics, and Innovent Biologics, based on market capitalization and industry representation [1][2][3]. Group 1: Index Adjustment Details - The semi-annual review will affect major indices such as the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Tech Index, with significant changes expected due to the large scale of passive funds tracking these indices, estimated at approximately $30.35 billion for the Hang Seng Index, $6.63 billion for the Hang Seng China Enterprises Index, and $26.12 billion for the Hang Seng Tech Index [2][6]. - The adjustment will be based on a new calculation method for the average market capitalization over the past 12 months, focusing on non-suspended trading days, which may impact the inclusion and exclusion of stocks [4][5]. Group 2: Potential Candidates for Inclusion - The potential candidates for inclusion in the Hang Seng Index are estimated based on market capitalization rankings and industry representation, with the following companies identified: Bank of Communications, Pop Mart, Yum China, Xpeng Motors, Huazhu Group, JD Logistics, and Innovent Biologics [3][4]. - Historical data indicates that predictions for index inclusion may not always align with actual results, as seen with Innovent Biologics in previous adjustments, suggesting that non-quantitative factors may influence final decisions [3]. Group 3: Hong Kong Stock Connect Adjustments - An estimated 19 companies are expected to be included in the Hong Kong Stock Connect, while 17 may be removed due to market capitalization and other criteria [4][5]. - Companies listed in both A and H shares may be directly included in the Stock Connect after a price stabilization period, with recent listings such as Sanhua Intelligent Controls and others expected to join [5]. Group 4: Timeline and Trading Implications - The official announcement of the index adjustments will occur after market close on August 22, 2025, with the changes taking effect on September 8, 2025. Active funds may engage in arbitrage based on the results, while passive funds will likely adjust their holdings on September 5, leading to potential abnormal trading volumes [1][6].

Group 1 - The report highlights the transformative impact of AI on machine vision, evolving from a "perception tool" to a "cognitive engine," enabling real-time analysis and adaptive adjustments [3][15] - Key beneficiaries in the machine vision sector include Opto, which is expanding its product offerings in consumer robotics and AI quality inspection [3][16] - Lingyun Optical is collaborating with Yushu to enhance humanoid robot training and data collection, with significant growth in orders expected in Q1 2025 [3][18] Group 2 - The electronic price tag market is projected to reach 34.9 billion yuan by 2028, driven by the rapid adoption of digital retail and the advantages of electronic tags over traditional paper tags [5][11] - The industry is highly concentrated, with leading companies like Hanshu Technology capturing approximately 91% of the global market share in 2023, benefiting from technological advantages and brand effects [5][11] - The report emphasizes the importance of electronic price tags in the digital transformation of retail, particularly in the post-pandemic recovery phase [5][11] Group 3 - The report recommends several themes and stocks, including smart automotive (Huguang Co., Ruihu Mould, Xinquan Co.), high-end manufacturing (Lingyun Optical, Opto), and outdoor products (Sanfu Outdoor) [6][26] - Specific companies like Ruihu Mould and Lingyun Optical have shown significant stock price increases, indicating strong market performance [26][27] - The report notes that the overall performance of small-cap indices has outpaced large-cap indices, suggesting a favorable environment for small-cap investments [4][23]

Core Viewpoint - The launch of the new luxury smart off-road SUV, the Mengshi M817, by Dongfeng Mengshi in collaboration with Huawei, aims to integrate intelligent experiences into the off-road SUV sector through advanced technology solutions [1][9]. Group 1: Intelligent Driving Experience - The Mengshi M817 features Huawei's QianKun Intelligent Driving HUAWEI ADS 4 system, which includes urban and highway navigation assistance and point-to-point navigation capabilities, enhancing daily commuting experiences [5]. - The QianKun Intelligent Driving system has supported over 3.5 billion kilometers of assisted driving, with 230 million instances of smart parking and 2.38 million collision interventions, aiming to change the perception that off-road vehicles do not require intelligence [5]. Group 2: Smart Cabin and User Experience - The vehicle is equipped with the HarmonySpace 5 cabin based on the new MoLA architecture, facilitating connectivity between people, vehicles, and ecological devices, and offering a rich entertainment experience with millions of audio-visual resources [7]. - The integration of the Harmony cabin with the vehicle's intelligent capabilities aims to create a feature-rich mobile smart space for users during travel and rest [7]. Group 3: Collaboration and Market Positioning - The partnership between Huawei and Dongfeng Mengshi combines smart technology with off-road vehicle characteristics, targeting diverse travel needs for urban commuting and outdoor exploration [9].

Core Insights - Fuzhou New Area has undergone significant transformation over the past decade, evolving from farmland into a modern, green city with various youth activities and advanced facilities [1][4] - The area has developed under the urban planning strategy of "Eastward advancement, Southward movement, and along the river to the sea," resulting in a livable new city with improved infrastructure and increased resident satisfaction [4][5] Group 1: Urban Development - The Fuzhou New Area has seen substantial changes in urban infrastructure, including the construction of major educational institutions and public facilities, enhancing the overall living environment [4][5] - The area has established itself as a new industrial city, focusing on high-quality development through the aggregation of industries and digital platforms [5] Group 2: Technological Advancements - Fuzhou New Area has become the largest computing power hub in the province, with six data centers providing artificial intelligence computing power of 2585P and supercomputing power reaching 60 million trillion calculations per second [5] - The establishment of multiple digital public service platforms and industrial internet platforms indicates a strong focus on digitalization and smart technology in the region [5]

Group 1 - The core message of the news highlights the increasing reliance of American companies on China's supply chain, as evidenced by their participation in the China International Supply Chain Promotion Expo [2][3] - Nvidia's CEO Jensen Huang emphasized the importance of integrating into China's supply chain for sustainable development and announced plans to sell advanced H20 chips in the Chinese market [2] - Apple showcased its commitment to China, revealing that over 80% of its 200 major global suppliers are based in China, and it has invested over $20 billion in smart and green manufacturing in the country over the past five years [4] Group 2 - The expo saw a 15% increase in the number of American exhibitors compared to the previous year, indicating a growing interest in China's vast consumer market and supply chain ecosystem [3] - Tesla highlighted its local production capabilities, with 95% of the components for its Model 3 and Model Y vehicles sourced locally, and its Shanghai factory producing a new car approximately every 37 seconds [4] - Corning's investment in China is set to increase by $500 million this year, focusing on local production of high-end optical fibers to meet the rising demand driven by the AI era [6][7] Group 3 - Medtronic plans to launch a fully localized medical device product in China by 2024, showcasing the rapid innovation cycle achievable in the Chinese market [6][7] - American companies recognize that continuous investment in China is essential for maintaining competitive advantages and driving global innovation [7]

Core Viewpoint - A significant market battle worth billions is unfolding, highlighted by a recent meeting between Nvidia's CEO Jensen Huang and Xiaomi's CEO Lei Jun, marking a notable shift in the tech landscape over the past 12 years [1][4]. Group 1: Nvidia's Strategy in China - Nvidia's frequent visits to China in 2025 indicate a strategic focus on the Chinese market, especially after facing a $13.5 billion revenue loss due to U.S. export restrictions [5][4]. - The approval of H20 chip exports to China is a crucial development for Nvidia, allowing the company to resume sales and mitigate losses [5][4]. - Nvidia's new RTX Pro GPU is designed for AI applications and complies with U.S. export regulations, showcasing the company's adaptability [5][4]. Group 2: Transition from Hardware to AI Infrastructure - Nvidia is evolving from a hardware supplier to a provider of AI infrastructure, as evidenced by the introduction of the NVLink Fusion architecture, which enhances system design flexibility for cloud service providers [7][4]. - Huang's statement that "China has sufficient computing power" reflects Nvidia's shift towards becoming an ecosystem builder rather than a technology monopolist [7][4]. Group 3: AI Factories and Robotics - Nvidia's strategy includes establishing AI factories in China, which are expected to redefine data centers by focusing on AI computation rather than traditional data storage [11][4]. - The Chinese manufacturing sector, which accounts for about 30% of global manufacturing value, presents a significant opportunity for Nvidia's AI factory strategy [12][4]. Group 4: Humanoid Robots as a Future Industry - Huang identifies humanoid robots as a potential trillion-dollar industry, with China playing a critical role in commercialization due to lower manufacturing costs and strong supply chain capabilities [14][4]. - The Chinese government's support for humanoid robots as a disruptive technology further enhances the business environment for Nvidia [16][4]. Group 5: Strategic Partnership Between Nvidia and Xiaomi - The historical relationship between Nvidia and Xiaomi, marked by mutual respect and understanding, lays a foundation for future collaboration, especially in light of current geopolitical challenges [22][4]. - Both companies have transformed from hardware manufacturers to ecosystem builders, creating a complementary relationship that benefits both parties [22][4]. - Nvidia's collaboration with Xiaomi is seen as a pragmatic approach to balance political risks and commercial interests in the evolving tech landscape [22][4].

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) is becoming a significant platform for promoting deep integration across various segments of the industrial chain, effectively aiding global cooperation and maintaining free trade [1][4]. Group 1: Event Highlights - The Chain Expo features over 650 domestic and foreign enterprises and institutions, with more than 100 new products making their debut [4]. - The proportion of overseas exhibitors reached 35%, with a 15% increase in the number of American exhibitors compared to the previous year, indicating the importance of the Chinese market to U.S. companies [4][10]. - More than 230 companies are participating for the first time, and over 65% of the exhibitors are from Fortune 500 and industry-leading companies [10]. Group 2: Focus Areas - The expo emphasizes six key supply chains: advanced manufacturing, clean energy, smart vehicles, digital technology, healthy living, and green agriculture [7]. - Innovation is a focal point, encouraging collaboration in emerging technologies such as artificial intelligence and quantum information to achieve digital transformation of supply chains [7]. Group 3: International Participation - The Chain Expo has a higher level of international participation, with European and American companies making up half of the total overseas exhibitors [10]. - The event serves as a new symbol of China's high-level opening-up and its commitment to maintaining the stability and smooth operation of global production and supply chains [13].

7月18日，Faraday Future(FF)在洛杉矶正式发布FX Super One，以及Super EAI F.A.C.E.(超级智脸系统)和 FF EAI具身智能体6×4技术架构，并开启C端用户预订。发布会结束时，已获取订单10034单。(人民财 讯) ...